Chronicle Wealth

Overview

Chronicle Wealth describes itself as an independent wealth counsel business serving successful Canadians.¹ Its website presents integrated support for investment, tax, risk management and estate planning.² The firm says this planning model is integrated and holistic, with the goal of simplifying clients’ financial lives.² It also says it helps clients manage, grow and protect wealth through independent wealth counsel.²

History

Chronicle Investments Ltd. was created as an Ontario business corporation on June 22, 2017.³ The Ontario Securities Commission listed Chronicle Investments Ltd. as a newly registered Portfolio Manager effective November 29, 2017.⁴

Chronicle Wealth’s website states that the firm was founded in 2017.¹ The firm says it evolved from Guilfoyle Financial, which Andrew Guilfoyle co founded in 2003, and that the evolution into Chronicle Wealth occurred in 2018.⁶

Timeline

1. 2003The firm says it evolved from Guilfoyle Financial, which Andrew Guilfoyle co founded in 2003, and that the evolution into Chronicle Wealth occurred in 2018.
2. 2017was created as an Ontario business corporation on June 22, 2017.

Leadership

The firm identifies Andrew Guilfoyle, Adam Shapiro and Blair Guilfoyle as Co Founders and Wealth Advisors.⁷ Brian McKenzie is Partner and Wealth Advisor.⁷ Stephan Smith is Chief Investment Officer.⁷ Laura Headon is Chief Finance and Operations Officer.⁷ Bill Hurley is Director, Tax and Estate Planning.⁷

Philipp Soummer is Portfolio Manager, and Esha Jiwanmall is Associate Portfolio Manager.⁷ Erica Trigiani and Rachel Lin are Portfolio Administrators.⁷ Nibe Lukose is Underwriting Manager.⁷ Alex D’Amario is Manager, Aaron Zomer is Senior Associate and Mohammed El Chayeb is Associate.⁷ Ingrid Shumak is Insurance Administrator, and Keith Malkin is Group Benefits Consultant.⁷

Services

Chronicle Wealth says it provides advice, strategy, due diligence and planning, with compensation paid solely by clients for those services.¹ The firm presents its work as support for managing, growing and protecting wealth.² It says clients can access investment opportunities, institutional pricing and private asset exposure unavailable to typical investors.²

The firm says it is agnostic regarding asset classes, investment styles and opportunities.¹ It states that it is not paid to manufacture products or use products from other investment management firms.¹ Chronicle Wealth also says its partners invest capital alongside clients, pay the same fees and realize the same performance.² The firm collaborates with clients’ lawyers, accountants and other advisors.²

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Risk and insurance

Client focus

Chronicle Wealth identifies individuals and families as clients and says it helps them build, manage and protect wealth across generations.² It identifies business owners as another client group, supporting enterprise value, growth, liquidity, succession and future tax exposure.² Professionals, including lawyers, accountants and doctors, are also identified as clients.² The firm says it addresses their investment compliance issues, tax problems and wealth planning needs.²

The firm says some client relationships have lasted more than 50 years and include multiple generations of the same family.¹

Investment philosophy and approach

The firm says it remains agnostic regarding asset classes, investment styles and opportunities.¹ Chronicle Wealth describes its approach as independent wealth counsel supported by integrated investment, tax, risk management and estate planning services.² It also says partners invest alongside clients on the same fee and performance basis.²

FAQs

Related resources

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Sources

1. Chronicle Wealth, Our Story , accessed October 23, 2026.
2. Chronicle Wealth , accessed October 23, 2026.
3. LEI record for Chronicle Investments Ltd. , accessed October 23, 2026.
4. Ontario Securities Commission Bulletin , accessed October 23, 2026.
5. Andrew Guilfoyle biography , accessed October 23, 2026.
6. Chronicle Wealth, Our People , accessed October 23, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.